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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

437 hedge funds and large institutions have $1.82B invested in Schwab US Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 213 increasing their positions, 135 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+20
Holders Change %
+4.8%
% of All Funds
10.01%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.37%
New
40
Increased
213
Reduced
135
Closed
16
Calls
$455K
Puts
–
Net Calls
+$455K
Net Calls Change
-$163K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$47.1M
2
AA
Apriem Advisors
California
$20.4M
3
Financial Engines Advisors
Financial Engines Advisors
California
$60.5M
4
LFAS
Level Four Advisory Services
Texas
$8.75M
5
Jane Street
Jane Street
New York
$9.68M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
$2.48M
2
TCM
Tradewinds Capital Management
Washington
$7.01M
3
HA
Harfst & Associates
Wyoming
$2.71M
4
CWM
Cornerstone Wealth Management
Missouri
$5.52M
5
AB
AT Bancorp
Iowa
$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
426
Whitener Capital Management
North Carolina
$5K +$5K +264 New
GI
427
GS Investments
Minnesota
$4.06K – – –
TDC
428
Thompson Davis & Co
Virginia
$4K – – –
BAM
429
Barrett Asset Management
New York
$4K – – –
BWA
430
Burt Wealth Advisors
Maryland
$4K – – –
TCOV
431
Trust Company of Vermont
Vermont
$3K – – –
SMFS
432
Squar Milner Financial Services
California
$2K – – –
SFSG
433
Stearns Financial Services Group
North Carolina
$2K +$2K +105 New
FRA
434
Front Row Advisors
California
$416 +$18 +1,050 +5%
CF
435
Centaurus Financial
California
$235 -$238K -12,150 -100%
TA
436
TMD & Associates
Arizona
– -$3.03M -165,333 Closed
KM
437
Kalos Management
Georgia
– -$1.18M -62,124 Closed
UAS
438
United Asset Strategies
New York
– -$560K -30,585 Closed
JPMorgan Chase & Co
439
JPMorgan Chase & Co
New York
– -$275K -15,000 Closed
CIAS
440
Capital Investment Advisory Services
North Carolina
– -$267K -14,592 Closed
SEI Investments
441
SEI Investments
Pennsylvania
– -$257K -14,058 Closed
OC
442
Oarsman Capital
Wisconsin
– -$202K -11,043 Closed
CIBC Private Wealth Group
443
CIBC Private Wealth Group
Georgia
– -$109K -5,946 Closed
PFA
444
Pathway Financial Advisors
Vermont
– -$50K -2,718 Closed
KCPG
445
Kavar Capital Partners Group
Kansas
– -$37K -2,046 Closed
BCA
446
Bay Colony Advisors
Massachusetts
– -$36K -1,974 Closed
B
447
Bridgeworth
Alabama
– -$25K -1,395 Closed
CG
448
Cutler Group
California
– -$5K -300 Closed
JA
449
JOYN Advisors
Georgia
– -$1K -81 Closed
SWPG
450
Strategic Wealth Partners Group
Illinois
– -$1.1K -60 Closed
14 15 16 17
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